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and yet we stay still. Incredible eh!

He mentions the disconnect between lithium markets and share price of lithium (soon to be) producers, then mentions a gap up, then hints at VW off-take. Nice presentation Keith!

I think the only thing which will make a real difference here now is off-take. That said, why that hasn't happened already is beyond me, and it could rightly happen at any moment, so i'm not in any mind to sell any shares just yet!

10% divergence between aus and U.K. now. Once this is don’t and dusted, that’s me off aim I think. Better places to spin the wheel!

everything is crashing through the floor this morning. bit irritating, but nothing unusual for current markets!

Looks like Aus has adjusted to U.K. price overnight. Shame - thought they’d just keep going!

Probably means he's too busy securing deals!

Volume returning…

tricky when the market is closed..

It’d be nicer if the share price was measure in pounds not pence still…

None of this seems to have any impact on the sp however. What we need is a decent PfS upgrade, and some more certainty on purchasers for the products..

Big volume across the water..

Big volume today - 82 shares traded total!

Someone is also back buying big chunks of EMH at the moment. Begs the question how soon is that PFS update coming through, and what values will they have assumed?

When you add up the additional return on LiOH, and Sn, it's pretty much the same as the capex (on top of the existing value) in a single year. Not that simple of course, and i'm not about to try and work out what it means for the IRR, but needless to say it's a huge increase (before considering production/output increases). Combined with the carbon credentials, the market is missing a trick here...

Some interesting trades going through this week..

He also mentioned a floor price to offtakes, which would be a huge boost for financing. Imagine that - a guaranteed price higher than the PfS (which it would surely have to be in today’s market)…

Build mine
Mine lithium
Sell lithium

Easy to see why off take negotiations will take longer!

The frequent lumpy trades coming through over the last couple of days suggests we have another move brewing ...